Mortgage and Protection Administrator

2 weeks ago


Horsham, United Kingdom Vision-FS Recruitment Full time

Position: Mortgage and Protection Administrator

Location: Horsham, West Sussex

Minimum Requirements:

  • Mortgage and Protection experience (ideally from a Financial Planning firm)
  • Financial Services Administration experience

Salary/package: Up to £28,000 + bonus + 25 days' annual leave + healthcare + pension (5%, 5%) + study support + DIS + various other benefits

YOUR NEW COMPANY

Our client is a successful, award-winning UK-wide IFA network with head quarters based in West Sussex. The company has significant plans to grow over the next 12 months and has just started the search for a Mortgage and Protection Administrator to join its rapidly-expanding Mortgage team.

THE ROLE

Reporting to the firm’s Mortgage and Protection Team Leader, the Mortgage and Protection Administrator's key duties will include

  • Chase providers on the progress of business in a timely and effective manner
  • Chase solicitors for exchange and completion dates
  • Update client’s progress of workflow.
  • To prioritise workload to ensure deadlines are met
  • Chase client authorities with insurance companies
  • Ensure all documents held on client files are scanned to INVU or Intelligent Office
  • Issue documents to clients including suitability letters

REQUIREMENTS:

Candidates interested in the Mortgage and Protection Administrator vacancy will have the following criteria:

  • Mortgage and Protection experience (ideally from a Financial Planning firm)
  • Financial Services Administration experience

REMUNERATION / PACKAGE

The package for the Mortgage Administrator role is as follows:

  • Salary of up to £28,000
  • Bonus
  • 25 days’ annual leave
  • Healthcare
  • Pension (5%, 5%)
  • Study support
  • Death in Service x 4

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.



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